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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,256 | $91,198-61.3% | $178,503-80.2% | $79,856-55.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.33% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $839 | $3,257-74.2% | $5,011-83.3% | $2,471-66.1% |
| Participant deferral / active EE | $3,542 | $3,237+9.4% | $5,202-31.9% | $3,741-5.3% |
| Admin fee / account holder | $263 | $6,748-96.1% | $13,987-98.1% | $5,306-95.0% |